The calculations performed by this tool are based on our understanding of the relevant rules and regulations governing the taxation of capital gains in the UK. AJ Bell does not accept any responsibility or liability for the information generated by the tool, or any actions subsequently agreed and / or taken based on this information.

It is your responsibility to ensure that the output of any calculation performed using the CGT tool is accurate and takes full account of the underlying client’s circumstances. The important notes below contain information that you should consider when using the tool. Please read the CGT tool user guide for further information before using the tool.

Important notes

• All clients are assumed to be UK residents for the purposes of any calculations.
• The valuations used are the most up-to-date available to us. These may not reflect the actual value of the proceeds of any disinvestments.
• The tool only allows for assets held in the Funds & Shares Service. Any gains or losses on assets held elsewhere must be accounted for separately.
• The book costs shown are those provided to us. We do not take any responsibility for checking book costs. Where book costs are not available, this will be signposted.
• You can edit book costs. Any amendments will be used in calculations, so you should ensure that these figures are accurate before proceeding.
• No carry forward of losses is included in any calculations, regardless of where these losses have been incurred.
• Please ensure that you review all data prior to taking any action based on the output of this tool.